Mount Yale Investment Advisors’s Principal Financial Group PFG Stock Holding History

Mount Yale Investment Advisors’s Portfolio PFG Stock Details PFG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$74.5K	Buy
2018 Q4	–	Sell
2018 Q3	$42K	Buy